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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,193 | $129,737-15.1% | $119,126-7.5% | $154,746-28.8% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 18.22% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,807 | $4,375-58.7% | $4,034-55.2% | $4,379-58.7% |
| Participant deferral / active EE | $3,974 | $5,842-32.0% | $5,318-25.3% | $6,730-41.0% |
| Admin fee / account holder | $2,126 | $11,961-82.2% | $10,693-80.1% | $14,365-85.2% |